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Otter Tail (OTTR) Institutional Ownership

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$78.11 -0.19 (-0.24%)
As of 12:01 PM Eastern
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Institutional Ownership Changes (13F Filings) for Otter Tail (NASDAQ:OTTR)

Current
Institutional Ownership
Percentage
61.32%
Number of
Institutional Buyers
(last 12 months)
202
Total
Institutional Inflows
(last 12 months)
$269.88M
Number of
Institutional Sellers
(last 12 months)
139
Total
Institutional Outflows
(last 12 months)
$129.17M
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OTTR Institutional Buying and Selling by Quarter

Otter Tail Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/15/2025CWM LLC9,816$805K0.0%-5.8%0.023%
10/15/2025Inspire Investing LLC6,297$516K0.1%N/A0.015%
10/14/2025 Yousif Capital Management LLC13,350$1.09M0.0%-14.1%0.032%
10/14/2025 Trust Co. of Vermont2,404$197K0.0%+165.9%0.006%
10/14/2025 Farther Finance Advisors LLC1,269$104K0.0%-26.6%0.003%
10/14/2025 Exchange Traded Concepts LLC15,987$1.31M0.0%N/A0.038%
10/10/2025 Focus Financial Network Inc.17,357$1.42M0.1%-1.7%0.041%
10/9/2025 Voya Investment Management LLC9,471$776K0.0%-30.0%0.023%
10/6/2025 Bank & Trust Co122,063$10.01M7.4%-0.6%0.291%
10/2/2025 GAMMA Investing LLC432$35K0.0%+44.0%0.001%
9/24/2025Texas Permanent School Fund Corp70,901$5.47M0.1%+74.6%0.169%
9/4/2025Osaic Holdings Inc.21,601$1.67M0.0%+2.2%0.052%
8/27/2025Squarepoint Ops LLC12,996$1.00M0.0%-18.4%0.031%
8/26/2025Thrivent Financial for Lutherans37,961$2.93M0.0%+23.6%0.091%
8/19/2025State of Wyoming2,189$169K0.0%N/A0.005%
8/16/2025Public Sector Pension Investment Board142,860$11.01M0.0%+7.7%0.341%
8/15/2025CANADA LIFE ASSURANCE Co34,996$2.70M0.0%-3.0%0.084%
8/15/2025Tower Research Capital LLC TRC 4,009$309K0.0%+604.6%0.010%
8/15/2025State of Tennessee Department of Treasury14,714$1.13M0.0%-34.0%0.035%
8/15/2025Vident Advisory LLC7,577$584K0.0%-8.9%0.018%
8/15/2025Tidal Investments LLC2,992$231K0.0%N/A0.007%
8/15/2025MML Investors Services LLC7,373$568K0.0%+2.6%0.018%
8/15/2025HRT Financial LP50,562$3.90M0.0%N/A0.121%
8/15/2025Holocene Advisors LP6,597$509K0.0%-68.0%0.016%
8/15/2025Great Valley Advisor Group Inc.10,200$786K0.0%N/A0.024%
8/15/2025Engineers Gate Manager LP3,638$280K0.0%-45.2%0.009%
8/15/2025BI Asset Management Fondsmaeglerselskab A S689$53K0.0%N/A0.002%
8/15/2025BNP Paribas Financial Markets69,586$5.36M0.0%+182.7%0.166%
8/15/2025Brevan Howard Capital Management LP4,630$357K0.0%N/A0.011%
8/15/2025Balyasny Asset Management L.P.78,154$6.03M0.0%-21.4%0.186%
8/15/2025Bank of America Corp DE409,157$31.54M0.0%+31.6%0.976%
8/15/2025Adage Capital Partners GP L.L.C.185,000$14.26M0.0%-15.9%0.441%
8/15/2025Ameriprise Financial Inc.119,386$9.20M0.0%-5.2%0.285%
8/14/2025Jane Street Group LLC92,011$7.09M0.0%+70.0%0.220%
8/14/2025Raymond James Financial Inc.35,000$2.70M0.0%-5.3%0.084%
8/14/2025Occudo Quantitative Strategies LP4,675$360K0.0%N/A0.011%
8/14/2025Quantinno Capital Management LP5,721$441K0.0%+26.3%0.014%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.21,135$1.63M0.0%-14.1%0.050%
8/14/2025The Manufacturers Life Insurance Company 23,253$1.79M0.0%-2.1%0.055%
8/14/2025Squarepoint Ops LLC12,996$1.00M0.0%-18.4%0.031%
8/14/2025Sei Investments Co.6,709$517K0.0%-13.0%0.016%
8/14/2025Nebula Research & Development LLC18,757$1.45M0.1%-28.1%0.045%
8/14/2025NewEdge Advisors LLC20,377$1.57M0.0%-5.2%0.049%
8/14/2025Qube Research & Technologies Ltd139,921$10.79M0.0%-20.5%0.334%
8/14/2025iSAM Funds UK Ltd5,690$439K0.1%+79.0%0.014%
8/14/2025State Street Corp1,571,945$121.18M0.0%-2.0%3.751%
8/14/2025Federated Hermes Inc.171,526$13.22M0.0%-5.5%0.409%
8/13/2025Gabelli Funds LLC469,600$36.20M0.3%-0.2%1.120%
8/13/2025Gamco Investors INC. ET AL273,392$21.08M0.2%+0.1%0.652%
8/13/2025Jump Financial LLC4,070$314K0.0%N/A0.010%
8/13/2025Amundi6,887$547K0.0%N/A0.016%
8/13/2025Marshall Wace LLP59,017$4.55M0.0%+55.9%0.141%
8/13/2025First Trust Advisors LP1,243,574$95.87M0.1%-0.9%2.967%
8/13/2025Invesco Ltd.254,207$19.60M0.0%-20.5%0.607%
8/13/2025CW Advisors LLC6,130$473K0.0%+97.5%0.015%
8/13/2025Quantbot Technologies LP31,585$2.44M0.1%-0.8%0.075%
8/13/2025Edgestream Partners L.P.30,422$2.35M0.1%+14.3%0.073%
8/13/2025Lido Advisors LLC3,718$287K0.0%N/A0.009%
8/13/2025New York State Common Retirement Fund67,583$5.21M0.0%+5.3%0.161%
8/13/2025Quadrature Capital Ltd2,847$219K0.0%N/A0.007%
8/13/2025Hsbc Holdings PLC6,748$525K0.0%+13.3%0.016%
8/13/2025Elevation Point Wealth Partners LLC1,824$141K0.0%N/A0.004%
8/13/2025Quadrant Capital Group LLC4,534$350K0.0%-2.7%0.011%
8/13/2025Russell Investments Group Ltd.15,184$1.17M0.0%-4.2%0.036%
8/12/2025Advisors Asset Management Inc.13,644$1.05M0.0%+11.6%0.033%
8/12/2025XTX Topco Ltd10,578$815K0.0%N/A0.025%
8/12/2025Ameritas Investment Partners Inc.3,937$304K0.0%-5.9%0.009%
8/12/2025Prudential Financial Inc.76,628$6.15M0.0%-13.2%0.183%
8/12/2025Coldstream Capital Management Inc.6,190$477K0.0%-6.7%0.015%
8/12/2025Cynosure Group LLC4,905$378K0.0%+13.9%0.012%
8/12/2025American Century Companies Inc.15,726$1.21M0.0%+6.2%0.038%
8/12/2025Rhumbline Advisers109,225$8.42M0.0%+1.0%0.261%
8/12/2025Franklin Resources Inc.11,044$851K0.0%-3.4%0.026%
8/12/2025Legal & General Group Plc112,041$8.64M0.0%+5.4%0.267%
8/12/2025Brandywine Global Investment Management LLC73,695$5.68M0.0%+168.2%0.176%
8/12/2025JPMorgan Chase & Co.341,495$26.33M0.0%+20.4%0.815%
8/12/2025Entropy Technologies LP7,358$567K0.0%-19.6%0.018%
8/12/2025Swiss National Bank72,000$5.55M0.0%-1.4%0.172%
8/12/2025Ensign Peak Advisors Inc10,560$814K0.0%-28.0%0.025%
8/11/2025LSV Asset Management59,700$4.60M0.0%N/A0.142%
8/8/2025Intech Investment Management LLC77,416$5.97M0.1%+309.5%0.185%
8/8/2025Cetera Investment Advisers11,629$896K0.0%+7.1%0.028%
8/8/2025Creative Planning6,993$539K0.0%-20.7%0.017%
8/8/2025SG Americas Securities LLC3,432$265K0.0%N/A0.008%
8/8/2025Commonwealth of Pennsylvania Public School Empls Retrmt SYS10,758$829K0.0%+7.5%0.026%
8/8/2025Geode Capital Management LLC1,010,613$77.92M0.0%-1.4%2.412%
8/8/2025KBC Group NV1,227$95K0.0%-25.5%0.003%
8/7/2025Allworth Financial LP1,198$92K0.0%+84.3%0.003%
8/7/2025ProShare Advisors LLC84,990$6.55M0.0%-12.3%0.203%
8/7/2025Connor Clark & Lunn Investment Management Ltd.35,614$2.75M0.0%-18.1%0.085%
8/7/2025Los Angeles Capital Management LLC33,417$2.58M0.0%+10.6%0.080%
8/6/2025Summit Investment Advisors Inc.4,185$336K0.3%-3.3%0.010%
8/6/2025Savant Capital LLC3,742$288K0.0%-20.8%0.009%
8/5/2025Bank of New York Mellon Corp384,470$29.64M0.0%-2.0%0.918%
8/4/2025Buck Wealth Strategies LLC66,128$5.10M0.8%+11.3%0.158%
8/4/2025Flagship Harbor Advisors LLC2,700$208K0.0%-5.9%0.006%
8/1/2025Teacher Retirement System of Texas5,723$441K0.0%+4.0%0.014%
7/31/2025Nisa Investment Advisors LLC868$67K0.0%-29.8%0.002%
7/31/2025Linden Thomas Advisory Services LLC10,633$820K0.1%+25.0%0.025%
7/31/2025State of New Jersey Common Pension Fund D24,569$1.89M0.0%+3.6%0.059%
(Data available from 1/1/2016 forward)

OTTR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OTTR shares?

During the previous two years, 330 institutional investors and hedge funds held shares of Otter Tail. The most heavily invested institutionals were Vanguard Group Inc. ($415.77M), State Street Corp ($121.18M), First Trust Advisors LP ($95.87M), Geode Capital Management LLC ($77.92M), Dimensional Fund Advisors LP ($71.54M), Charles Schwab Investment Management Inc. ($44.31M), and Northern Trust Corp ($39.79M).Learn more on Otter Tail's institutional investors.

What percentage of Otter Tail's stock is owned by institutional investors?

61.32% of Otter Tail's stock is owned by institutional investors. Learn more on OTTR's institutional investor holdings.

Which institutional investors have been buying Otter Tail's stock?

Of the 264 institutional investors that purchased Otter Tail's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($447.84K), Caisse DE Depot ET Placement DU Quebec ($406.32K), Vanguard Group Inc. ($240.80K), Adage Capital Partners GP L.L.C. ($220K), Nuveen LLC ($164.45K), JPMorgan Chase & Co. ($149.27K), and Bank of America Corp DE ($144.48K).

How much institutional buying is happening at Otter Tail?

Institutional investors have bought a total of 3,500,660 shares in the last 24 months. This purchase volume represents approximately $269.88M in transactions.

Which of Otter Tail's major shareholders have been selling company stock?

Of the 139 institutional investors that sold Otter Tail's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Nuveen Asset Management LLC ($118.69K), Vanguard Group Inc. ($101.84K), Millennium Management LLC ($101.07K), Phocas Financial Corp. ($99.67K), Jane Street Group LLC ($66.05K), Invesco Ltd. ($65.70K), and Hotchkis & Wiley Capital Management LLC ($58.52K).

How much institutional selling is happening at Otter Tail?

Institutional investors have sold a total of 1,679,126 shares in the last 24 months. This volume of shares sold represents approximately $129.17M in transactions.



This page (NASDAQ:OTTR) was last updated on 10/16/2025 by MarketBeat.com Staff
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